J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $788,568 | +6.1% | 14,342 | +1.1% | 0.69% | -7.2% |
| Q3 2023 | $743,111 | +17.1% | 14,181 | +23.6% | 0.74% | +26.2% |
| Q2 2023 | $634,631 | -0.1% | 11,470 | -1.4% | 0.59% | -47.9% |
| Q1 2023 | $635,061 | +5.0% | 11,631 | +4.8% | 1.13% | +73.4% |
| Q4 2022 | $604,777 | +13.7% | 11,099 | +6.9% | 0.65% | +8.7% |
| Q3 2022 | $532,000 | +0.4% | 10,387 | +8.6% | 0.60% | +7.6% |
| Q2 2022 | $530,000 | -8.0% | 9,565 | +2.0% | 0.56% | +11.6% |
| Q1 2022 | $576,000 | +6.5% | 9,380 | +9.5% | 0.50% | +11.9% |
| Q4 2021 | $541,000 | – | 8,566 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 700,333 | $37,490,363 | 35.46% |
| Enstar Group LTD | 1,743,376 | $93,375,219 | 30.92% |
| Requisite Capital Management, LLC | 2,136,634 | $114,438,106 | 29.07% |
| Ergawealth Advisors, Inc. | 601,411 | $32,211,570 | 22.23% |
| Reitz Capital Advisors LLC | 212,815 | $11,377,097 | 21.73% |
| Leverty Financial Group, LLC | 489,281 | $26,206,267 | 19.03% |
| Moss Adams Wealth Advisors LLC | 935,777 | $50,120,196 | 17.10% |
| American Planning Services, Inc. | 436,589 | $23,383,682 | 15.54% |
| HILLTOP WEALTH ADVISORS, LLC | 360,428 | $19,304,536 | 14.94% |
| Cornerstone Advisory, LLC | 1,588,831 | $85,097,803 | 14.89% |